IAM Advisory, LLC

Background

IAM Advisory, LLC is a registered investment adviser whose 13F filings show a portfolio now centered on dividend growth and income-oriented ETFs — a posture the firm describes in its own framing as "dividend growth through closed-end funds." The publicly available track record is notable: over the trailing twelve months, IAM Advisory has posted a reported annual return of +67.4%, generating approximately +49.7 percentage points of alpha against the S&P 500 over the same period. That figure places the firm squarely in the performance bucket among tracked advisers on this platform. No dominant style flag — growth, value, or momentum — has been assigned, which itself reflects a recent and significant strategic pivot visible in the latest 13F data.

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Current Portfolio Signal

IAM Advisory's current 56-position portfolio is anchored by two large ETF stakes that together represent more than a quarter of reported assets. CGDV (Capital Group Dividend Value ETF) leads at 13.9%, followed closely by DGRW (WisdomTree U.S. Dividend Growth ETF) at 13.1%. NOBL (ProShares S&P 500 Dividend Aristocrats ETF) adds another 9.1%, meaning the top three positions alone account for roughly 36% of the portfolio — a concentrated tilt toward companies with demonstrated dividend…